Generate invoices to print PDF - Dynamic Filtering

Greetings!
Newbie here and I’ve hit a roadblock. :frowning_face:

So, I have a table of orders that is related to customer, and order line items table.
My mission is to create a page that uses set-control to pull data from tables, populate a formatted page in form of an invoice then use to print pdf’s.

The problem that I am having is that order-line items is not properly populating the invoice. It works sometimes. other times it fails to pull data.

Everything is going well up until the point where I need to filter the order line items relevant to each order. I actually wrote a formula that works but it stopped pulling in data.

What is the proper formula to filter the line order items table related to an order?

Thanks for your help!

Hi @Bernard_Ade2,

The Generate Invoice page seems to be working fine at the moment. Maybe it was a browser glitch? I sometimes have to full refresh my browser page (Cmd+R on Mac / Ctrl+F5 on Win), and more rarely close and reopen my browser (too many tabs open).

If you’re still having problems though, you could try writing the formula as Orders.Contains(Test)

Dear @Bernard_Ade2,

Please have a look at the SKU’s, Widget D & Widget E have the same SKU, what doesn’t seem to be logical to my opinion.

Much thanks for your reply! I tried your formula and tested on various browsers including incognito mode on a separate PC and it still doesn’t function properly.

My line items table on the invoice generator filters out all items on new entries but still pulls in previous orders properly. It basically stopped filtering for new items while previous items are working fine.

Thanks for taking a look, this is an error on my part from typing manually.

I came to learn why the table stopped updating. The view of the line-item table stopped growing along with the source. The source table has several hundred items while the view stopped at 40 items so it can’t find the new line items.
My concern at this point is if this is the correct formular to filter - Orders.Contains(Test)

Hi @Bernard_Ade2,

The sample doc you’ve provided appears to be working as intended. I don’t see any issues in the setup/design of it. I’ve tried adding a new 0rder and Order Items and the Generate Invoice page does what it is supposed to do. And yes, that formula should be fine,

Given that your most recent post indicates it is an issue as the doc grows, I think it is going to be difficult to assist without seeing the original doc. I understand there may be sensitive data in it. Would it be possible to copy the doc and change (not remove) the sensitive data, such as changing the customer names? And then share that copy?

If you’re not able to share a copy of the original doc then my best guess would be that there might be something in the relationship between the tables, rather than an issue with the formula.

I have populated your order table with more rows and the invoice does not stop at 40 items.

Therefore, your real doc must have an issue with a filter or a lineitem or…?
Enough people here willing to help, but you have to give us something to work with.
Please make a copy of your real doc, anonymize the clients and the items and share that with us if you want to pursue this.
Alternatively, you can decide to share your ‘real doc’ with someone in this community you feel you can trust - some of us are used to work with confidential client data (like myself).

Thanks for your response. I got the doc to work simply by removing the table and reloading it. Seem to be working fine now.

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